Folio has a 1-to-1 relationship with the individual email account it was connected to when you first signed up. Changing the email address in your profile is not sufficient for Folio to be associated with the new email address. Before making any changes, it's important to understand how your email accounts are related to each other and what you want to see happen going forward.
In most cases, you will likely need to create a new Folio account with your new email address.
Good questions to ask
- Is your new email account completely separate from your current one?
- Is your new email associated with or linked to your current account in some way?
- Did you sign up with Folio with one email account (email@example.com) but changed your profile email to show your branded email address (firstname.lastname@example.org)?
- Did you or your brokerage change domains, or moved to a new email host?
- Not sure? We can help!
A few important things to note
- If you have a paid subscription, do not delete your current account, it will delete your transactions and complicate the subscription transfer.
- Folio transactions and timeline ownership are not transferable. However, you can share the timelines with your new account.
- Folio cannot help with moving emails or documents to your new inbox.
What we can help with
- If you have a current paid subscription, we can transfer it over to the relevant account.
- Did you put in a lot of work into your templates or service providers? We can help copy those over.
New Email Address
If your email address is entirely separate, create a new Folio account.
- Go to to amitree.com
- Sign up by clicking on “Folio for Gmail” or “Folio for Outlook”
- Use your relevant email credentials to create your new account
Do you have current transactions you need to continue managing? You can share those timelines with Edit permissions with your new account, see how here.
Let us know if you need help transferring over your subscription or other relevant items.
Provided you updated your domain in the original email account you signed up with Folio, the settings option in your email should allow you to continue using Folio as is.
Just update your email in your profile so we can send updates communications to the correct email address.
However, if this not the case, you will likely need to create a brand new Folio account with your new domain email address.
Googlemail to Gmail Domain Change
The way things work behind the scenes, it is like signing up for a brand new account.
Here are important things to consider:
- Since you may have active, ongoing transactions/Timelines, it will be best that all those Timelines be shared (with Edit Permission) with the new @gmail.com email account.
- This will enable you to manage the Timelines from both accounts, although the ownership remains with the former account.
Migrating to G-Suite
Similar to having a new email address, Folio will not link to your new G-suite email account.
Here are important things to consider and do:
- Each Folio account is linked to only a single Gmail account.
- Folio will not move emails from your old inbox to your new G-Suite email inbox. You will have to migrate the emails to your new inbox.
- If you already installed Folio on your G-suite and signed in, Folio will have created a new account for it, this expected due to Folio’s 1-to-1 relationship with email.
- Since you may have active, ongoing transactions/Timelines, it will be best that all those Timelines be shared (with Edit Permission) with the new G-suite email account. This will enable you to manage the Timelines from both accounts, although the ownership remains with the former account.
- Keep in mind that Folio may have a difficult time recognizing which account you are attempting to access if you are continuously switching between the accounts on the same browser (not just the window or tab). We highly recommend setting up separate Google Profiles so each Folio related account has its own home.
- Depending on which Folio account is associated with a paid subscription, we may need to transfer the subscription. Contact us for help.